Sharp Wealth Advisory, LLC
HORSHAM PA · SEC CIK 0001733194
$2.03亿2026Q1 申报市值
120持仓数
69.2%前十大占比 · 第一大 15.9%
16 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IJS 新建仓+$3,223.26万
VB 加仓+$2,946.02万
VOT 新建仓+$2,884.51万
AVGO 加仓+$69.77万
AAPL 加仓+$53.55万
2026Q1 卖出最多 按季末市值估算
IYY 清仓-$2,899.19万
XLC 减仓-$707.30万
XLV 清仓-$701.83万
VOO 减仓-$698.56万
IEMG 减仓-$695.18万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $3,223.26万 | 15.92% | 272,120 | 272,120 | — | $3,223.26万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $2,984.95万 | 14.74% | 113,964 | 112,478 | 7,569.2% | $2,946.02万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,884.51万 | 14.24% | 112,085 | 112,085 | — | $2,884.51万 | 新建仓 |
| AGG | ISHARES TR | $1,454.74万 | 7.18% | 146,544 | 3,105 | 2.2% | $30.82万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,234.15万 | 6.09% | 207,247 | 1,451 | 0.7% | $8.64万 | 加仓 |
| GLD | SPDR GOLD TR | $1,180.33万 | 5.83% | 27,431 | 45 | 0.2% | $1.94万 | 加仓 |
| IAU | ISHARES GOLD TR | $310.24万 | 1.53% | 35,190 | 440 | 1.3% | $3.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $253.44万 | 1.25% | 14,532 | 1,846 | 14.6% | $32.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $242.25万 | 1.20% | 37,804 | 2,441 | 6.9% | $15.64万 | 加仓 |
| META | META PLATFORMS INC | $241.50万 | 1.19% | 4,221 | 463 | 12.3% | $26.49万 | 加仓 |
| AAPL | APPLE INC | $209.74万 | 1.04% | 8,264 | 2,110 | 34.3% | $53.55万 | 加仓 |
| — | EXXON MOBIL CORP | $209.18万 | 1.03% | 12,330 | -440 | -3.4% | -$7.46万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $183.36万 | 0.91% | 33,924 | 2,892 | 9.3% | $15.63万 | 加仓 |
| AVGO | BROADCOM INC | $181.69万 | 0.90% | 5,870 | 2,254 | 62.3% | $69.77万 | 加仓 |
| GOOGL | ALPHABET INC | $179.53万 | 0.89% | 6,243 | 856 | 15.9% | $24.62万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $161.37万 | 0.80% | 53,400 | -7,340 | -12.1% | -$22.18万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $137.74万 | 0.68% | 7,177 | 392 | 5.8% | $7.52万 | 加仓 |
| IWF | ISHARES TR | $136.02万 | 0.67% | 3,190 | -189 | -5.6% | -$8.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $129.70万 | 0.64% | 2,170 | -11,688 | -84.3% | -$698.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $117.84万 | 0.58% | 2,459 | -105 | -4.1% | -$5.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $116.50万 | 0.58% | 3,147 | -174 | -5.2% | -$6.44万 | 减仓 |
| IEFA | ISHARES TR | $102.96万 | 0.51% | 11,373 | -630 | -5.2% | -$5.70万 | 减仓 |
| AMZN | AMAZON COM INC | $95.47万 | 0.47% | 4,584 | 922 | 25.2% | $19.20万 | 加仓 |
| BIL | SPDR SERIES TRUST | $91.99万 | 0.45% | 10,038 | 298 | 3.1% | $2.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $91.69万 | 0.45% | 2,858 | 10 | 0.4% | $3,208 | 加仓 |
| V | VISA INC | $90.81万 | 0.45% | 3,005 | -133 | -4.2% | -$4.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $89.48万 | 0.44% | 6,117 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $87.52万 | 0.43% | 11,884 | -609 | -4.9% | -$4.48万 | 减仓 |
| SLV | ISHARES SILVER TR | $81.77万 | 0.40% | 12,000 | -4,450 | -27.1% | -$30.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $78.04万 | 0.39% | 1,352 | -11,070 | -89.1% | -$639.02万 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.92万 | 0.38% | 3,766 | -32 | -0.8% | -$6,621 | 减仓 |
| IWM | ISHARES TR | $77.57万 | 0.38% | 3,128 | 288 | 10.1% | $7.14万 | 加仓 |
| IVV | ISHARES TR | $75.71万 | 0.37% | 1,159 | 15 | 1.3% | $9,798 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $74.05万 | 0.37% | 2,955 | -50 | -1.7% | -$1.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $72.85万 | 0.36% | 4,406 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $72.35万 | 0.36% | 2,460 | 634 | 34.7% | $18.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $71.96万 | 0.36% | 2,944 | 386 | 15.1% | $9.43万 | 加仓 |
| ITOT | ISHARES TR | $71.57万 | 0.35% | 5,025 | -875 | -14.8% | -$12.46万 | 减仓 |
| RTX | RTX CORPORATION | $70.83万 | 0.35% | 3,672 | -100 | -2.7% | -$1.93万 | 减仓 |
| WMT | WALMART INC | $69.57万 | 0.34% | 5,598 | -560 | -9.1% | -$6.96万 | 减仓 |
| ETN | EATON CORP PLC | $69.10万 | 0.34% | 1,932 | 527 | 37.5% | $18.85万 | 加仓 |
| IEMG | ISHARES INC | $68.93万 | 0.34% | 9,882 | -99,667 | -91.0% | -$695.18万 | 减仓 |
| D | DOMINION ENERGY INC | $65.01万 | 0.32% | 10,516 | 4,691 | 80.5% | $29.00万 | 加仓 |
| PFE | PFIZER INC | $62.71万 | 0.31% | 22,333 | -456 | -2.0% | -$1.28万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $61.55万 | 0.30% | 6,256 | 481 | 8.3% | $4.73万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $60.99万 | 0.30% | 12,516 | -1,521 | -10.8% | -$7.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.42万 | 0.30% | 929 | 21 | 2.3% | $1.37万 | 加仓 |
| ABBV | ABBVIE INC | $59.18万 | 0.29% | 2,721 | 544 | 25.0% | $11.83万 | 加仓 |
| PSX | PHILLIPS 66 | $56.89万 | 0.28% | 3,123 | -403 | -11.4% | -$7.34万 | 减仓 |
| EWJ | ISHARES INC | $55.03万 | 0.27% | 6,517 | 355 | 5.8% | $3.00万 | 加仓 |
| QCOM | QUALCOMM INC | $54.94万 | 0.27% | 4,266 | -1,691 | -28.4% | -$21.78万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $53.21万 | 0.26% | 3,935 | 830 | 26.7% | $11.22万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.41万 | 0.26% | 1,137 | 110 | 10.7% | $5.07万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $52.24万 | 0.26% | 3,230 | 197 | 6.5% | $3.19万 | 加仓 |
| STIP | ISHARES TR | $51.91万 | 0.26% | 5,019 | 167 | 3.4% | $1.73万 | 加仓 |
| TGT | TARGET CORP | $51.51万 | 0.25% | 4,250 | 150 | 3.7% | $1.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.34万 | 0.25% | 595 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $48.46万 | 0.24% | 2,556 | 649 | 34.0% | $12.30万 | 加仓 |
| PEP | PEPSICO INC | $48.30万 | 0.24% | 3,110 | 150 | 5.1% | $2.33万 | 加仓 |
| VPU | VANGUARD WORLD FD | $47.06万 | 0.23% | 2,375 | 100 | 4.4% | $1.98万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $44.46万 | 0.22% | 8,990 | 3,790 | 72.9% | $18.75万 | 加仓 |
| LLY | ELI LILLY & CO | $44.06万 | 0.22% | 479 | 28 | 6.2% | $2.58万 | 加仓 |
| CSCO | CISCO SYS INC | $43.24万 | 0.21% | 5,573 | 912 | 19.6% | $7.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $43.17万 | 0.21% | 1,126 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $41.78万 | 0.21% | 4,345 | 130 | 3.1% | $1.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $40.05万 | 0.20% | 917 | 5 | 0.5% | $2,184 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $39.48万 | 0.19% | 14,450 | -2,600 | -15.2% | -$7.10万 | 减仓 |
| MO | ALTRIA GROUP INC | $39.38万 | 0.19% | 5,968 | 1,000 | 20.1% | $6.60万 | 加仓 |
| GE | GE AEROSPACE | $39.02万 | 0.19% | 1,375 | 545 | 65.7% | $15.47万 | 加仓 |
| HD | HOME DEPOT INC | $36.70万 | 0.18% | 1,116 | -498 | -30.9% | -$16.38万 | 减仓 |
| IWD | ISHARES TR | $35.92万 | 0.18% | 1,681 | 23 | 1.4% | $4,914 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.63万 | 0.18% | 2,467 | 30 | 1.2% | $4,333 | 加仓 |
| ISHG | ISHARES TR | $35.59万 | 0.18% | 4,798 | 38 | 0.8% | $2,819 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.33万 | 0.17% | 1,168 | 1,168 | — | $35.33万 | 新建仓 |
| GDX | VANECK ETF TRUST | $35.29万 | 0.17% | 3,846 | -2,030 | -34.5% | -$18.63万 | 减仓 |
| CB | CHUBB LTD SWITZ | $35.27万 | 0.17% | 1,082 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $34.37万 | 0.17% | 18,450 | -15,800 | -46.1% | -$29.44万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $34.26万 | 0.17% | 5,829 | 5,829 | — | $34.26万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $34.24万 | 0.17% | 15,225 | -3,526 | -18.8% | -$7.93万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $33.69万 | 0.17% | 1,619 | 213 | 15.1% | $4.43万 | 加仓 |
| UNP | UNION PAC CORP | $33.40万 | 0.16% | 1,377 | 176 | 14.7% | $4.27万 | 加仓 |
| SDCI | USCF ETF TR | $33.37万 | 0.16% | 12,250 | -5,450 | -30.8% | -$14.85万 | 减仓 |
| CAT | CATERPILLAR INC | $33.33万 | 0.16% | 470 | 470 | — | $33.33万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $33.05万 | 0.16% | 967 | 967 | — | $33.05万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $32.48万 | 0.16% | 2,930 | -63,801 | -95.6% | -$707.30万 | 减仓 |
| BAC | BANK AMERICA CORP | $31.74万 | 0.16% | 6,511 | 2,748 | 73.0% | $13.40万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $30.98万 | 0.15% | 12,700 | -4,000 | -24.0% | -$9.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.92万 | 0.15% | 310 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $30.91万 | 0.15% | 10,400 | -1,850 | -15.1% | -$5.50万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.89万 | 0.15% | 914 | 1 | 0.1% | $338 | 加仓 |
| MS | MORGAN STANLEY | $30.71万 | 0.15% | 1,866 | 1,866 | — | $30.71万 | 新建仓 |
| MRK | MERCK & CO INC | $30.29万 | 0.15% | 2,518 | 88 | 3.6% | $1.06万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.68万 | 0.15% | 435 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.37万 | 0.15% | 486 | -85 | -14.9% | -$5.14万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.76万 | 0.14% | 576 | 201 | 53.6% | $10.04万 | 重新持有 |
| RIO | RIO TINTO PLC | $28.40万 | 0.14% | 3,044 | 3,044 | — | $28.40万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $27.80万 | 0.14% | 5,563 | 5,563 | — | $27.80万 | 新建仓 |
| IGV | ISHARES TR | $27.43万 | 0.14% | 3,427 | -1,648 | -32.5% | -$13.19万 | 减仓 |
| — | KRANESHARES TRUST | $27.14万 | 0.13% | 18,315 | 2,224 | 13.8% | $3.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $25.90万 | 0.13% | 902 | 52 | 6.1% | $1.49万 | 加仓 |